this is why VRB producers should be knocking on TMTs door, if there tech is viable @ 12 dollars a pound they should be committing now to contracts, I mean surely they are nervous about elevated prices over a long period of time completely killing VRBS future! .. i guess even if the price runs to 30 dollars a pound again this will give TMT a great advantage in negotiations... knock on sumitomos door, hey you want our V secured for 12 dollars a pound on a long term contract?